Convert a Quotation to a Sale
Convert a Quotation to a Sale
Overview
This guide will help you convert an accepted quotation into one sale while preserving the source relationship.
Muhasib creates a sale and updates quotation status according to set up conversion status. Stock/payment/tax/GL effects belong to the resulting sale.
Who can do this
You need access to Quotation view/conversion plus POS Sale Add and nested payment rights.
Before you start
Confirm customer acceptance, quotation status/validity, item availability, current price/tax policy, stock, and payment terms.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Quotation Inquiry or POS quotation selection → Convert to Sale/Invoice.
Convert a Quotation to a Sale
Step 1: Select the exact quotation
Step 2: Confirm it has not already been converted
Step 3: Choose conversion
Step 4: Review customer, lines, quantities, prices, discounts, tax, location/batch/serial, and terms
Step 5: Resolve changes under approved policy
Step 6: Check out/finalize the sale once
Check your work
Compare and Confirm quotation status/source link, one sale/invoice, stock, customer ledger, payment, tax, and GL.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- After timeout, check both inquiries before retrying.
- Do not manually close the quotation to hide duplicate conversion.